elapseit Help Center

Adding the Project Manager from Client side

adminul — Wed, 07 Nov 2018 15:25:14 +0000

Whenever you start a new project with one of your clients, you have a counterpart there, a person that is your connection for that project, from the Client`s “yard”. So, how better to remember who that person is than to add the name to the project file! In order to do that, you need to follow the next simple steps: Create the “Contacts” for your clients by editing the Clients’ profile in...

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Import and/or Export data

adminul — Fri, 08 Jun 2018 10:22:05 +0000

It is important to know that you can import information regarding Client, Project, Person, Timesheet and Invoice. Regarding the export, you can export all the information you have in your account (imported or added manually). Tip: If your account is new and you don`t have any data yet, you can start an export company data job so you can see what information is supported by elapseit...

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Add files, create folders.

adminul — Tue, 26 Jun 2018 19:42:55 +0000

Folders created automatically When you create a client, project or person, automatically a folder, with the same name, will be created in Documents view. This is why, after you create or import your clients, projects or persons, the Documents view is already populated. https://help.elapseit.com/wp-content/uploads/2018/06/add-in-documents.mp4 Create, share and delete folder https://help.elapseit.

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Versioning file support

adminul — Tue, 26 Jun 2018 19:43:09 +0000

https://help.elapseit.com/wp-content/uploads/2018/06/versioning.mp4 Go to Documents; Go to the file you want to update and click on it; Go to the green “cloud” and click on Download or right click on the file and click on Download button from there; After you modify the document (you added your input, etc) you go to the same file, and you right click on it; Choose Upload new version...

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Sharing files

adminul — Tue, 26 Jun 2018 19:43:33 +0000

Share folder or document Right click on the folder you want to share; Click on the Share button; 3. Choose the access type – Private/Public to all users/Restricted to specific users; 4 .If you choose Private you need to click the Apply button; Private means that you will be the only person to see the content of the folder; 5. If you choose Public to all users you also need to choose if the users...

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Create a simple invoice

adminul — Tue, 26 Jun 2018 19:44:26 +0000

Go to Financial => Invoices => Add invoice (the white plus button, in the right down view of your screen); Fill in the mandatory fields marked with a star (*); Go to Description and click on Add new record; Choose the Simple invoice record, in the new open view, and click on Next button; Fill in the mandatory fields marked with a star (*), then click on OK button; Now you have the invoice based on...

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Create an invoice based on timesheet

adminul — Tue, 26 Jun 2018 19:44:50 +0000

Go to Financial => Invoices => Add invoice (the white plus button, in the right down view of your screen); Fill in the mandatory fields marked with a star (*); Go to Description and click on Add new record; Check on the Project based invoice record, in the new open view, and click on Next button; Choose the Project, the type of hours you want to invoice and the period, then click on Next button...

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Add expenses

adminul — Tue, 26 Jun 2018 19:45:08 +0000

Either you budget it or not, or you track it or not, every project has expenses – money needed for training, business trips, assets, etc., in regard to the specific project. So, if you decide to keep track of your expenses, you can do it following the steps: Go to Financial => Expenses => Add expense (the white plus button, in the right down view of your screen); Add the name of the expense...

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Editing invoices

adminul — Tue, 26 Jun 2018 19:45:27 +0000

There are times when you really need to edit an invoice that is already prepared and saved as a draft or even an invoice that you already sent. You either realize you missed some information or the client send it back for you to update some information. For these cases, follow the next steps: A. Go to Financial => Invoices; Click on the invoice you want to edit; Click on the Edit invoice button...

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Translate invoices

adminul — Tue, 26 Jun 2018 19:45:45 +0000

elapseit To translate an invoice in any language you want, you need to translate the template first and after that you just choose the language you need for your invoice. It is just a one time job. So there are 2 methods of using the translate invoice: A. You go to Settings => Invoice translation; Click on Add (green button with a plus on it); Start to translate the template of the invoice...

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